Customer Success Associate jobs in United States
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Wolters Kluwer · 3 hours ago

Customer Success Associate

Wolters Kluwer is seeking a Customer Success Associate to manage client relationships within the Business Licensing Team. The CSA will act as the primary point of contact for clients, overseeing the fulfillment of work and ensuring customer satisfaction through effective communication and project management.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware

Responsibilities

Manage the relationship and fulfillment of work for anywhere between 5-150 clients (varies based on required communication as well as volume of BL work)
Establish, maintain and develop the relationship between Business Licensing Team and the client
Receive new order/project requests from clients and partner with onboarding to have those orders set up in our system
Provide regular status updates to the customer for any pending projects/renewals
Expertly handle approximately 50-75 new emails daily in an accurate, timely, and courteous manner
Schedule and lead client meetings to discuss ongoing projects, as needed
Ensure that the integrity of the license records and client data/documents remains intact throughout the course of the relationship
Work with internal and external clients to resolve any barriers to licensure and ensure customer satisfaction
Anticipate client needs and follow through with upsell opportunities
Operate efficiently within an internal collaborative team environment
Other duties as assigned

Qualification

Customer service experienceLicensing experienceInterpersonal skillsOrganizational skillsProject management skillsMicrosoft Office SuiteAdobe PDFCommunication skillsTime management skillsAttention to detail

Required

Minimum Bachelor's degree, or equivalent experience
1-2 years of customer service and/or licensing experience is required
Exceptional interpersonal skills to communicate with partner representatives, government agencies, colleagues and clients
Use of considerable tact and discretion when dealing with partners, clients, or sensitive data
Ability to adapt to changing regulatory environment
Ability to work independently, handle pressure, multi-task and prioritize work at all times
Excellent organizational and communication (both verbal and written) skills
Ability and desire to work in a fast paced environment
Outstanding skills using personal computers in a Windows-based environment (including Microsoft Office Suite and Adobe PDF)
Excellent attention to detail and high degree of accuracy and consistency
Top of the line organization skills in all facets of project workflow
Superb time management skills
Ability to maintain a customer centric focus and work ethic at all times
High energy, positive mindset with ability to see barriers as a challenge to be overcome rather than a limitation or deterrent
Excellent project management skills

Benefits

Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave

Company

Wolters Kluwer

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Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.

Funding

Current Stage
Public Company
Total Funding
$1.78B
2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M

Leadership Team

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Jason Marx
CEO, Wolters Kluwer Tax & Accounting
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Nancy McKinstry
CEO
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Company data provided by crunchbase